Kevin
Bloom

Cetera Advisor Networks LLC

CRD#5989466
Investment Advisor
in El Segundo, CA

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About this Advisor

Kevin Bloom is a financial advisor working in El Segundo, California, who has 6 years of industry experience. Bloom is an advisor for Cetera Advisor Networks LLC. Their career trajectory has included roles at Hartford Invesment Financial Services, Transamerica Capital Imc, Cetera Advisors Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, Girard Securities, Inc, First Allied Securities, Inc and Summit Brokerage Services, Inc. Bloom has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to operate in California. Cetera Advisor Networks LLC is an advisory firm headquartered in El Segundo, CA. The firm has offices in 889 locations and a total of 2,881 people on staff. It handles $47 billion in total assets across its 192,956 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 664 charities and foundations. Of its 192,956 customer accounts, 27% belong to high-net-worth individuals who have greater than $1 million in investable assets. Cetera Advisor Networks LLC has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually are based on the type of services. Fee types charged by Cetera Advisor Networks LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2301 Rosecrans Ave #5100
El Segundo, CA 90245

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$46,651,447,975

CA Average: $7,578,581,321
Total Number of Employees

2,881

CA Average: 43
Total Number of Accounts

192,956

CA Average: 3,727
Average Account Size

$241,772

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kevin Bloom Work History

Kevin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Cetera Advisors Networks LLC

2017 - Present (7 years)

Cetera Advisors LLC

2017 - Present (7 years)

Cetera Financial Specialists LLC

2017 - Present (7 years)

Cetera Investment Services LLC

2017 - Present (7 years)

Summit Brokerage Services, Inc

2017 - 2017 (< 1 year)

Transamerica Capital Imc

2017 - 2017 (< 1 year)

Girard Securities, Inc

2017 - 2022 (5 years)

First Allied Securities, Inc

2013 - 2017 (4 years)

Hartford Invesment Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Bloom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Advisor Networks LLC

Jeffrey Parkin
Vancouver, WA
Pamela Rosse
Concord, CA
Gregory Jahnke
Sutton, NE
Frank Gargano
Neptune, NJ
Ian Lee
Concord, CA
Thomas Taylor
El Segundo, CA
Ernest Mathewson
Florham Park, NJ
Suzanne Baxter
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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